Returns

A review of leveraged funds on the Nasdaq and Tel Aviv indices reveals high long-term gains despite volatility, challenging the assumption that leverage destroys value over time.

Aylon Insurance faces a disappointing second month in the provident fund sector with low September returns, despite aggressive marketing and massive capital inflows driven by insurance agents.

A new CFA Institute study by Roger G. Ibbotson analyzes a century of US stock and bond returns, revealing that 97% of long-term large-cap equity returns stem from reinvested dividends.

Israeli provident funds recorded mixed returns in September, as general tracks slipped 0.1% while S&P 500 tracks gained 2% due to shekel depreciation against the dollar.

A review of US-exposed mutual funds in Israel reveals that over three years, almost none beat the S&P 500, echoing global data showing high active fund underperformance.

A retrospective look at investments made a year ago reveals Intel as the massive winner with a 327.5% surge, while shekel strength weighed on foreign indices like the S&P 500.

In the new episode of "Not Only for Millionaires," Daniel Shebaks and Yaron Daigi analyze why investors who choose the top-performing funds earn less than the average, and explain how psychology and age-dependent models hurt returns over time.

Index funds that appear to invest in the same way are showing very different performances this year due to portfolio composition differences.